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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,717 | $167,415-64.9% | $140,514-58.2% | $198,609-70.4% |
| Participation rate | 91.3% | 80.9%+10.4pp | 77.8%+13.5pp | 82.4%+8.9pp |
| Annual return | 6.18% | 13.85%-7.7pp | 14.36%-8.2pp | 202.70%-196.5pp |
| Employer contribution / active EE | $1,809 | $4,088-55.7% | $3,378-46.4% | $5,055-64.2% |
| Participant deferral / active EE | $6,040 | $5,579+8.3% | $4,919+22.8% | $6,977-13.4% |
| Admin fee / account holder | $9,033 | $16,730-46.0% | $13,697-34.1% | $19,030-52.5% |